CFFP
CRS icon

Center for Financial Planning’s Carpenter Technology CRS Stock Holding History

Center for Financial Planning’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15
Closed -$2.72K – 662
2025
Q1 		$2.72K Hold
15
– – ﹤0.01% 571
2024
Q4 		$2.55K Buy
+15
New +$2.57K ﹤0.01% 522

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return

Center for Financial Planning's CRS Position: Q2 2025 in Review

Center for Financial Planning sold out of Carpenter Technology (CRS) in Q2 2025, closing a stake of 15 shares — an estimated $2.72K sold.

Center for Financial Planning first reported a position in CRS in Q4 2024 and held it in 2 quarters. The position peaked at $2.72K in Q1 2025. 574 funds tracked by Wall St. Rank hold CRS as of Q2 2025.

  • Center for Financial Planning reported no remaining Carpenter Technology position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 15 Carpenter Technology shares in Q2 2025, an estimated $2.72K.
  • Center for Financial Planning first reported a position in Carpenter Technology in Q4 2024 and held it in 2 quarters.
  • Center for Financial Planning's Carpenter Technology position peaked at $2.72K in Q1 2025.
  • 574 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.